Determine whether you need more time to file your tax return
Gather your tax information and estimate your total tax liability
File the correct extension form with the IRS by the tax deadline
Use IRS Form 4868 for an individual income tax extension
Submit the form electronically through tax software or an authorized e-file provider
Mail the completed form to the IRS if filing by paper
Pay any taxes you expect to owe by the original deadline
Keep a copy of the filed extension and payment confirmation
Check your state tax rules and file a separate state extension if required
File your completed tax return before the extended deadline